New Security Features in 2020
In order to improve the security of your documents we just implemented Office Tools Portal, that provides a very secure method of forwarding and receiving documents. We now require that all documents containing Personal Identifying Information be submitted Via this portal. If you haven’t received an invite to use our portal please call us 631-547-1040.
Things to remember:
- For the timely and accurate filing of your 2019 Tax return we require that your tax information packet and information must be received by us by March 31, 2020. Otherwise, any client whose information is received after March 31, 2020 will be automatically put on extension and will incur an additional fee of $175.
- For your own security, DO NOT forward us any personal identifiable information via unsecured email. Sending your personal information in an non-secure manner puts your information at risk of being stolen & potentially exposing you to fraud.
- To avoid scammers please note the IRS will never contact you by email or phone.
- For all clients who prefer to meet with us in the office, we require that you forward your information to us at least one week before your appointment.
Your personal information is very valuable to scammers, be mindful of the ways you choose to share personal information and take steps to protect it.